Apple Inc. $AAPL is Diversify Wealth Management LLC’s 7th Largest Position

Diversify Wealth Management LLC raised its holdings in shares of Apple Inc. (NASDAQ:AAPL) by 4.1% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 109,892 shares of the iPhone maker’s stock after purchasing an additional 4,292 shares during the quarter. Apple accounts for 1.7% of Diversify Wealth Management LLC’s portfolio, making the stock its 7th largest position. Diversify Wealth Management LLC’s holdings in Apple were worth $29,566,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Isthmus Partners LLC boosted its stake in Apple by 6.4% during the 3rd quarter. Isthmus Partners LLC now owns 97,177 shares of the iPhone maker’s stock valued at $25,000 after acquiring an additional 5,808 shares during the last quarter. Sellwood Investment Partners LLC grew its holdings in Apple by 110.9% during the 3rd quarter. Sellwood Investment Partners LLC now owns 135 shares of the iPhone maker’s stock worth $34,000 after acquiring an additional 71 shares in the last quarter. ROSS JOHNSON & Associates LLC raised its stake in shares of Apple by 1,800.0% in the 1st quarter. ROSS JOHNSON & Associates LLC now owns 190 shares of the iPhone maker’s stock valued at $42,000 after purchasing an additional 180 shares in the last quarter. Nexus Investment Management ULC grew its stake in Apple by 333.3% in the second quarter. Nexus Investment Management ULC now owns 260 shares of the iPhone maker’s stock worth $53,000 after purchasing an additional 200 shares in the last quarter. Finally, LSV Asset Management acquired a new stake in Apple during the fourth quarter valued at approximately $65,000. 67.73% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of equities analysts have commented on the stock. Wedbush reaffirmed an “outperform” rating and issued a $350.00 price objective on shares of Apple in a report on Wednesday, March 4th. Sanford C. Bernstein reaffirmed an “outperform” rating on shares of Apple in a research report on Wednesday, March 4th. The Goldman Sachs Group reissued a “buy” rating on shares of Apple in a report on Monday, March 2nd. Stifel Nicolaus set a $330.00 target price on Apple in a report on Monday, March 2nd. Finally, Maxim Group upgraded Apple from a “hold” rating to a “buy” rating and set a $300.00 price target on the stock in a research report on Friday, January 30th. One analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $297.58.

Apple Stock Down 0.0%

NASDAQ AAPL opened at $260.81 on Thursday. Apple Inc. has a 12 month low of $169.21 and a 12 month high of $288.62. The company has a market capitalization of $3.83 trillion, a P/E ratio of 32.97, a PEG ratio of 2.33 and a beta of 1.10. The company’s 50 day simple moving average is $262.82 and its 200 day simple moving average is $261.18. The company has a debt-to-equity ratio of 0.87, a current ratio of 0.97 and a quick ratio of 0.94.

Apple (NASDAQ:AAPL) last posted its quarterly earnings results on Thursday, January 29th. The iPhone maker reported $2.84 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.67 by $0.17. The firm had revenue of $143.76 billion for the quarter, compared to analyst estimates of $138.25 billion. Apple had a net margin of 27.04% and a return on equity of 159.94%. The firm’s quarterly revenue was up 15.7% compared to the same quarter last year. During the same quarter in the previous year, the business posted $2.40 earnings per share. Equities research analysts expect that Apple Inc. will post 7.28 earnings per share for the current fiscal year.

Apple Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, February 12th. Stockholders of record on Monday, February 9th were paid a dividend of $0.26 per share. The ex-dividend date of this dividend was Monday, February 9th. This represents a $1.04 annualized dividend and a dividend yield of 0.4%. Apple’s dividend payout ratio (DPR) is currently 13.15%.

Key Stories Impacting Apple

Here are the key news stories impacting Apple this week:

• Positive Sentiment: Apple has accelerated its supply‑chain diversification: India now accounts for about 25% of iPhone output after a ~53% production increase, reducing China/tariff risk and improving supply resilience. Apple’s India Production Grows As German Antitrust Risks Test Valuation
• Positive Sentiment: New, lower‑priced hardware is expanding TAM: analysts expect Apple to ship ~4–5M MacBook Neo units this year and the $599 MacBook Neo aims at the entry PC market — a potential growth lever for Mac revenue and share. Apple likely to ship 4-5M MacBook Neos this year, expand tech giant’s brand: analysts
• Positive Sentiment: Product and platform momentum: new M5 Pro/Max Macs and strong reviews for high‑end MacBook Pros support the premium ecosystem and help defend margins in creative/pro markets. Testing Apple’s 2026 16-inch MacBook Pro, M5 Max, and its new “performance” cores – Ars Technica
• Neutral Sentiment: Bull case cites rising free cash‑flow expectations that support long‑term valuation; these are constructive but already priced into a high market cap and premium multiple. Apple: Rising Free Cash Flow Expectations Strengthen The Bull Case
• Negative Sentiment: UBS reiterated a Hold and flagged a sharp decline in iPhone shipments in China — a near‑term demand concern that pressures growth expectations and could weigh on revenue guidance. UBS Maintains a Hold Rating on Apple (AAPL) As Shipmments Drop in China
• Negative Sentiment: Regulatory/legal risk: German publishers say recent ATT revisions don’t fix competition issues and are urging antitrust fines — a potential headwind for App Store rules and services revenue. German publishers reject Apple’s revised app tracking rules, urge antitrust fine
• Negative Sentiment: Product execution risk: reports that Siri problems have delayed Apple’s smart home display point to AI/voice assistant challenges that could slow expansion into new hardware categories. Apple’s Siri Troubles Put Smart Home Display On Hold

Apple Company Profile

Apple Inc (NASDAQ: AAPL) is a multinational technology company headquartered in Cupertino, California, founded in 1976 by Steve Jobs, Steve Wozniak and Ronald Wayne. The company designs, develops and sells consumer electronics, software and services. Over its history Apple has evolved from personal computers to a broad portfolio that spans mobile devices, wearables, home entertainment and digital services.

Apple’s principal hardware products include the iPhone smartphone, iPad tablet, Mac personal computers, Apple Watch wearable devices and a range of accessories such as AirPods and HomePod.